Global Market Comments May 2, 2025 Fiat Lux Featured Trade: (APRIL 30 BIWEEKLY STRATEGY WEBINAR Q&A), (FXI), (AGQ), (NVDA), (SH), (UNG), (USO), (TSLA), (SPX), (CCJ), (USO), (GLD), (SLV)
Tag Archives: (NVDA)
02
May
May
Below, please find subscribers’ Q&A for the April 30 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Why is the Australian dollar not moving against the US dollar as much as the other currencies? A: Australia is too closely tied to the Chinese economy (FXI), which is now weak. When […]
Mad Hedge Technology Letter April 28, 2025 Fiat Lux Featured Trade: (GOOGLE GIVES US SOME GOOD NEWS) (GOOGL), (NVDA)
I am not saying that Google’s (GOOGL) earnings report will save the market; the market isn’t just GOOGL. However, the company demonstrated there is still some positive performance out there in the tech sector when many out there are having a hard time. It is clear that we are about to embark on a journey […]
Global Market Comments April 28, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HERE’S THE BEST-CASE SCENARIO) (SPY), (TLT), (NFLX), (COST), (NVDA), (TSLA), (MSTR)
Last week, a concierge customer asked me an excellent question. Having correctly called the top in this market to the hour, what would it take for me to go all in on the long side and get maximum bullish? With everyone now laser-focused on downside risks, which was really a last February game, I thought […]
Mad Hedge Technology Letter April 21, 2025 Fiat Lux Featured Trade: (DIFFICULTY OF DOING BUSINESS FOR CHIP COMPANIES) (NVDA), (TSM), (HUAWEI)
The U.S. appears to have made a massive blunder in its chip control blocking of China. The U.S. Commerce Department said last week that Nvidia’s H20 graphics processing units — designed to comply with previous U.S. restrictions — would now require export licenses, as would additional chips from AMD. Nvidia says it has already halted […]
Global Market Comments April 21, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or IN SEARCH OF THE LOST MARKET BOTTOM), (SPY), (TLT), (NFLX), (COST), (NVDA), (TSLA), (MSTR)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or In Search of the Lost Market Bottom
21
Apr
Apr
Back in 1977, I met Chinese Premier Deng Xiaoping for the first time at the Foreign Correspondents Club of Japan. He was a cherubic 4’10” and I was a lanky 6’4” and when we shook hands, he craned his neck and laughed. When he asked me my name, I answered “Shorty” and we laughed again. […]